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Heritage Wealth Management (Cambridge) Limited

13598472

active
Private Limited Company
england wales
Companies House
Health Score
70 / 100

Some Concerns

30/30
Filing
0/30
Financial
40/40
Risk
  • Negative net worth (-10)

Details

16 PETTITTS LANE, CAMBRIDGE, CB23 8BT
Incorporated 02/09/2021

Compliance

Last accounts

31/08/2025

micro entity

Next accounts due

30/05/2027

On track

Confirmation statement

Last: 01/09/2025

Due 15/09/2026

On track

Industry

70221
Financial management

Officers

Mr Samuel James Carter

director · Since 02/09/2021

DIRECTOR

BRITISH · ENGLAND · Age 32

Also on 2 other boards

Persons with Significant Control

Mr Samuel James Carter

75–100% shares
75–100% votes
Appoint directors

British · England · Age 32

Suite D, South Cambridge Business Park, Sawston, CB22 3JH

Notified 02/09/2021

CompanyRankvs 16331+ SIC 70221 peers
23

Financial strength11th percentile among SIC peers · 3/25
Employees0th percentile among SIC peers · 0/15
LiquidityNo balance sheet data · 0/20
Longevity5 years trading (max 15) · 5/15
Filing complianceAll filings up to date · 15/15
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16331Heritage Wealth Management (Cambridge) Limited
22
How is this score calculated?
Financial strength3/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees0/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity0/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity5/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/08/2025

Net Worth

-£986

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

-£866

Working capital

Current Assets

—

Current Liabilities

£866

Balance Sheet

Assets less current liabilities-£866
Signed by Mr Samuel Carter 10/05/2026Prepared with Acorah Software Products - Accounts Production